Nerd's Eye View
MARCH 17, 2025
Instead, it's being allocated to far more specific – but still very relevant and helpful – use cases that don't replace professional service providers and instead simply leverage their time to be even more efficient. Yet now, two years later, AI has not driven a mass wave of unemployment.
Harness Wealth
APRIL 17, 2025
Professional services require documentation that shows a direct benefit to your business, supported by contracts or engagement letters. For specified service businesses in fields such as healthcare, law, accounting, and financial services, income thresholds introduce phase-outs that may reduce or eliminate the deduction altogether.
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Midstream Marketing
JANUARY 24, 2025
Like any other business or professional service, financial advisors’ number one priority has become having a strong online presence. Compliance-Friendly Templates : Designed specifically for the financial industry, these templates ensure adherence to regulatory requirements, alleviating compliance concerns.
Harness Wealth
JULY 14, 2025
It should be noted, however, that S-corporations involve more administrative compliance and have shareholder limitations. Common deductible expenses include: Operating expenses: Includes mortgage interest, property taxes, insurance, utilities, advertising, management fees, and professional services.
Harness Wealth
JULY 14, 2025
While software options can cost anywhere up to $100 for individual returns (with many being free), professional tax preparers charge anywhere from $200 to $600 or more, making software an economically attractive choice for many taxpayers. The financial safety net provided by tax software companies also rivals that of professional services.
BlueMind
FEBRUARY 11, 2022
As is the case with all professional service providers, one of the most daunting and demanding tasks for financial advisors is staying on top of the paperwork when initiating a relationship with their new clients. The following is a list of only some of the documentation required when onboarding new clients.
Steve Sanduski
AUGUST 21, 2024
Susie oversees Cresset’s Wealth Advisors, Client Service, Operations and Compliance. On today’s show, Susie Cranston shares her insights on the essence of great leadership, including why servant leadership is is one of the best models for a professional services firm.
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